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This highly practical course has been specifically designed for candidates aspiring for a career in Commercial and Retail Finance, Credit Appraisal, Credit Monitoring, Credit Ratings and Credit Strategy.
This course will cover relevant and practical topics like Liquidity Analysis, Stress Testing, Comparison: Sector versus Global, Liquidation Scenario and Event, M&A/LBO, Banker’s Angle to Credit Analysis, Bank CMA Format and Credit Policy Formulation, Preparation of Credit Proposal and Credit Appraisal, Capital Budgeting Methods, Loan/Bond, Behavioral Aspects of Credit officer, Pre-sanction Methodologies and Analysis, Know your Customer (KYC) requirements, ESG Analysis for Loans/Bonds, Case studies.
This course will will enable the students to Perform credit appraisal with global best practices, Generate better trade ideas & identify problem loans, Amplify their credit monitoring system, Enhance Basel based internal rating system, Make lending and investment recommendations and Design credit strategy and credit portfolios.
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|Section 1: Liquidity Analysis|
This lecture introduces the faculty and the structure of the course
This lecture covers the fundamentals of Liquidity, helps a student differentiate between liquidity and solvency and describes the various measures of liquidity.
Liquidity Analysis_Part 2
Liquidity Analysis Quiz
|Section 2: Stress Testing|
At the end of this lecture, the student will be able to understand the phenomena leading to financial stress, identify and explain the key steps in stress testing, List and explain the framework for developing scenarios, understand Revenue drivers, cost drivers and leveraged balance sheets with respect to financial stress, identify the internal, industry and environmental considerations for financial stress and explain the stressed scenarios for commodities.
This lecture demonstrates a stress testing model with base case scenario.
This lecture demonstrates stress testing models with bear and bull case scenarios.
Stress Testing Quiz
|Section 3: Comparison: Sector versus Global|
Student will be able to understand the need for peer comparison and identify suitable peers for a meaningful analysis
Peer Comparison Quiz
|Section 4: Liquidation Scenario|
This lecture will help the student understand Seniority and subordination in Debt, Hierarchy of Seniority and Liquidation scenarios
Liquidation Scenario Quiz
|Section 5: Events: M&A and LBOs|
This topic discusses the credit analysis in case of special events such as Mergers and Acquisitions and also lists the steps that an analyst should take in order to do an in-depth credit analysis of an Acquirer post acquisition.
This topic shows the credit model to do the credit analysis in case of special events such as Mergers and Acquisitions and also discusses Leveraged Buyouts
Bonus Lecture: Coupon codes and Access to free courses
|Section 6: Bonus Section: Optional section for Liquidity Analysis|
Bonus Lecture: Sources of Liquidity
Bonus Lecture: Measures of Liquidity
Bonus Lecture: Short Term Cash management
Bonus Lecture: Liquidity Risk, Strategies and Tools
Bonus Lecture: Receivables / Debtors Management
Bonus Lecture: Inventory / Materials Management
Bonus Lecture: Creditors / Payables Management
|Section 7: Bonus Section: Optional section for Comparison|
Bonus Lecture: Common Size analysis technique
A CFA charter holder, I have extensive experience in the field of F&A outsourcing and have worked on various projects within the F&A Arena. I have 11 years of experience in F&A delivery, handling end to end finance and accounting processes, F&A practice and process improvement. I am also a visiting faculty with International College of Financial Planning, New Delhi where I have taken classes for CFA L 2 and 3. I have my own channel on Youtube on Finance and Investments.
Specialties: Finance, Fixed Income, Treasury, Accounts Payable, Accounts Receivables, Reconciliation, Fixed Asset and Project accounting, Solution development, F&A Training, SOX testing, Fraud risk assessment and Process streamlining.